First Customer Success Specialist — Remote & Growth-Focused

Knomee; Northern (KY); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Knomee, a remote-first fintech platform, seeks a proactive Customer Success Specialist to join our early team in the United States. You will work directly with the CEO to ensure every customer has an exceptional experience—from onboarding through adoption, renewal, and expansion.

You’ll own day-to-day customer experience, drive activation, engagement, and value realization, and turn experiments into repeatable activation playbooks.

Qualifications

• 1–4 years of professional experience in customer-facing roles.
• Strong communication and relationship-building skills.
• Comfort with data and the discipline to measure whether your work is changing customer behavior.
• Strong organization and attention to detail.
• Comfort communicating directly with senior customers despite being earlier in your career.
• Experience in wealth management, fintech, or enterprise SaaS is a plus.

Responsibilities

• Lead customer onboarding and help customers get to value quickly.
• Engage customers proactively at least weekly with ideas, use cases, templates, insights, and recommendations that give them reasons to use Knomee.
• Own activation and usage. If engagement is low, dig into why, develop a hypothesis, try something, and measure whether it worked.
• Build trusted relationships with advisors and customer stakeholders.
• Learn how each customer grows and find creative ways to embed Knomee into their existing workflows.
• Own weekly customer success reporting, tracking logins, usage, invitations, completions, use cases, risks, and actions so we always know what’s working, what isn’t, and what we’re doing next.
• Support pilots, renewals, and expansion opportunities.
• Turn successful experiments and customer learnings into templates, best practices, and repeatable playbooks that help every customer get more value from Knomee.
• Bring customer feedback and patterns back to Product and Engineering.
• Jump in wherever needed to make a customer successful.

Skills

Customer Success

Account Management

Communication

Data analysis

Organization

Ownership

Job description

Knomee, a remote-first fintech platform, seeks a proactive Customer Success Specialist to join our early team in the United States. You will work directly with the CEO to ensure every customer has an exceptional experience—from onboarding through adoption, renewal, and expansion.

You’ll own day-to-day customer experience, drive activation, engagement, and value realization, and turn experiments into repeatable activation playbooks.